Newsletter Archive
Browse previous issues of our monthly newsletter
Can You Put Your IRA into a Trust?
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA.
Ways to Repair Your Credit Score
Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it? Reduce your credit...
Traditional vs. Roth IRAs
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...
What Are You Getting for the Fees You Are Paying?
As you invest, are you receiving the service and resources you deserve? How much do you pay for wealth management? About $1,000 a month? More than that? If your account is $1 million or larger, that may be the case. Typically, wealth management firms provide their...
Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of...
Updates and Changes to Retirement Account Contributions in 2020
As we finish up the 2019 calendar year and head into 2020, it’s important for you to remember that you can still contribute funds into your retirement accounts to grow money tax-deferred in a Traditional IRA or 401(k), or tax-free within a Roth IRA or Roth 401(k). In...
Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for...
Diversification, Patience, and Consistency
Regardless of how the markets may perform, consider making the following, part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset...
Why Having a Financial Professional Matters
What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to a...
Your Diversified Portfolio vs. the S&P 500
“Why is my portfolio performing differently from the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street...
